PLANNING WORKS ADVISORY, INC.
CRD #317834 SEC #801-123012 AUSTIN, TX 512-498-7526
SEC Registered
Total AUM
$178.5M
Discretionary
$175.4M
Employees
3
Clients
0
Accounts
595
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $178.5M | $175.4M | $3.2M | 3 | 0 |
| Feb 2025 | $178.5M | $175.4M | $3.2M | 3 | 0 |
| Apr 2024 | $146.1M | $139.9M | $6.1M | 3 | 0 |
| Feb 2024 | $146.1M | $139.9M | $6.1M | 3 | 0 |
| Sep 2023 | $137.6M | $128M | $9.7M | 3 | 0 |
| Aug 2023 | $137.6M | $128M | $9.7M | 3 | 0 |
| Feb 2023 | $137.6M | $128M | $9.7M | 3 | 0 |
| May 2022 | $137.1M | $124.8M | $12.3M | 3 | 0 |
| May 2022 | $137.1M | $124.8M | $12.3M | 3 | 0 |
DateAug 2025
Total AUM$178.5M
Discretionary$175.4M
Non-Disc.$3.2M
Employees3
Clients0
DateFeb 2025
Total AUM$178.5M
Discretionary$175.4M
Non-Disc.$3.2M
Employees3
Clients0
DateApr 2024
Total AUM$146.1M
Discretionary$139.9M
Non-Disc.$6.1M
Employees3
Clients0
DateFeb 2024
Total AUM$146.1M
Discretionary$139.9M
Non-Disc.$6.1M
Employees3
Clients0
DateSep 2023
Total AUM$137.6M
Discretionary$128M
Non-Disc.$9.7M
Employees3
Clients0
DateAug 2023
Total AUM$137.6M
Discretionary$128M
Non-Disc.$9.7M
Employees3
Clients0
DateFeb 2023
Total AUM$137.6M
Discretionary$128M
Non-Disc.$9.7M
Employees3
Clients0
DateMay 2022
Total AUM$137.1M
Discretionary$124.8M
Non-Disc.$12.3M
Employees3
Clients0
DateMay 2022
Total AUM$137.1M
Discretionary$124.8M
Non-Disc.$12.3M
Employees3
Clients0